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December 17th, 2014

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editorials

 
The marginal cost, oil and bears!
Thomas Chaize  Dec 10  

Russia and China’s Natural Gas Deals Are a Death Knell for Canada’s LNG Ambitions
Doug Casey  Dec 06  

Are Oil Prices Ready to Break out of the Trough?
Frank Holmes  Dec 05  

OPEC to US oil producers - "You’ll break before we do."...
Clive Maund  Dec 01  

The Looming Uranium Crisis: Strategic Implications for the Colder War
Doug Casey  Nov 15  

»» more editorials in the archives

market data


Ux U3O8 Price (Uranium)Dec 15th, 2014
$37.00 -$0.75 www.uxc.com

»View Commitment of Traders.

expert analysis & newsletter briefs

Cub Energy Inc.

"Cub Energy Inc. is drilling in Ukraine. Unfortunately, more than half of its production is in East Ukraine, a conflict area. It is still producing, but it cannot drill more wells. It is, however, getting good results from West Ukraine. Cub is a good, long-term Ukraine gas play." (12/11/14) - The Energy Report Interview with Chen Lin

Mart Resources Inc.

"Mart Resources Inc. has been my home run of the past few years. I've already received a dividend that was more than my original investment. Mart just announced the new pipeline has started flowing. Once the new pipeline is fully ramped up, we should see the production triple, which will generate huge cash flow. Mart's production cost is exceedingly low." (12/11/14) - The Energy Report Interview with Chen Lin

Pan Orient Energy Corp.

"Pan Orient Energy Corp.'s pilot oil sands project is in Alberta, but it also owns many conventional projects in Asia. Pan Orient is my favorite energy play because of its very strong balance sheet. The company just announced a $42.5M asset sale in Thailand. This brings its cash value, plus the other 50% of the Thai project, to CA$2.25 per share. It is trading now at $1.70/share. Beyond that, you get Canada and Indonesia for free.

Pan Orient plans to sell its Canadian asset. But right now, that asset is valued, for share purposes, at zero. At rock bottom, it's worth $100M. In Indonesia, Pan Orient's partner will cover drilling costs for 2015. The company announced the Indonesia deal with Talisman Energy on Nov. 11, so its cash position will go even higher. In addition, Pan Orient will have an experienced partner with major Indonesia presence drilling on its very large concessions; the target is as large as half a billion barrels of oil equivalent. That's a huge wild card the market didn't expect. The company is in an ideal situation now because the cash position is there, Canada is producing, Thailand is producing, and the cash flow is covering the expenses." (12/11/14) - The Energy Report Interview with Chen Lin

Energy Fuels Inc.

"We also really like Energy Fuels Inc. The company is holding several mines on standby. It can start two or three of the mines within six months to a year, and within two or three years of a production decision, it can launch an additional half dozen mines. Production scalability is very high. Energy Fuels owns the only conventional mill for processing uranium in the U.S., and that gives the firm a great strategic advantage. Right now, the mill is on standby because of the previous low-price environment. But as the uranium spot price blasts through $44/lb, a nicely leveraged Energy Fuels will soon be able to pump out profits." (12/9/14) - The Mining Report Interview with Rob Chang

Fission Uranium Corp.

"Cantor Fitzgerald likes Fission Uranium Corp. Fission's Patterson Lake South is emerging as a world-class asset. We believe Fission will eventually control more than 100 Mlb of high-grade U3O8. It is expected to put out its first resource estimate by the end of the year. Some of the best uranium drill holes ever reported are on Fission's property, and that is pretty impressive." (12/9/14) - The Mining Report Interview with Rob Chang


featured companies

Avanti Energy (TSX-V : AVN.V)
Enhancing Oil Production in Brazil and Colombia
[news ][website ]

Pan Orient Energy (TSX-V:CAN)
Canadian junior oil and natural gas company based in Calgary, Alberta.
[news ][website ]

Quantum Energy (QEGY.PK:OTC)
Development stage publicly traded diversified holding company with an emphasis in oil field development trading
[news ][website ]

Super Nova Minerals Corp. (SNP:CNSX, OTC:SNOVF)
Oil & gas exploration company focused on developing the Millford Bakken property
[news ][website ]

The Energy Report ()
Investment ideas for saavy investors
[news ][website ]

Torchlight Energy (NASDAQ: TRCH)
Oil Drilling and Working Interest in Oil Projects
[news ][website ]


from the publisher
  Robert J. Moriarty

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WEDNESDAY EDITION

December 17th, 2014

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